Approval Workflow + Task Assignment
Hello!
I have used automated workflows in the past, but this is my first time trying to use the "Request an Approval" workflow.
I was able to get this workflow set up on my sheet, but I was hoping that I could set it up in such a way that I could have my reviewer not only approve/decline the submitted row but also then assign a task to another team member in the same step.
Is a two-part approval/update like this possible or do I have to set it up so that the reviewer receives a second email after approving/denying the row that asks for them to update another field with the new team member assignment?
Thanks for any help you can provide!
Answers
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Hi @LBenjey
I hope you're well and safe!
Unfortunately, combining them is impossible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
- You'd have to do the Approval and then send an Update Request (could be automated)
Would that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks! I did get it set up that way, and I think that might work for now, even if it isn't the optimal solution.
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Excellent!
Happy to help!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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